​​​​​​​​​​​​If you have a questio​n about your employee plan account or need to get in touch, here's how you can reach us.


Send us a message using our​ online form in the Employee Online site.


Your plan-specific phone number is located in the upper right-hand corner of your statement. If you don't have a statement, go to Employee Online and enter your company name. You will be taken to your company-specific page where you can click on the “Contact Us” link in upper right-hand corner.


​Manage your account via the Employee Online site.


Regular delivery:
P.O. Box 505005
Louisville, KY 40233-5005


462 South 4th Street
Louisville, KY 40202




​​​L​ooking​ for your tax forms?

If your account has dividends or transactions from 2022, your forms will be available on the following dates:​​

  • February 1: 1099-DIV, 1099-INT, 1099MISC, 1099NEC
  • February 15: 1099-B
  • March 15: 1042S

Shareholders can find them in the "Statements and Documents" section of Investor Center, or if you are not an Investor Center member you can use our Quick Access Hub and click the tile labeled "Documents".

Employee plan participants can find them in the "Tax Forms and Documents" section of Employee Online

Be sure to check out our YouTube videos that walk you through both the 1099-DIV and 1099-B.​​​​​​​